+44.1%
HARD vs VT
+79.6%
-35.5%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.1% | +5.1% | +1.0% |
| 7D | -9.9% | -4.2% | -5.7% | -9.9% |
| 30D | -5.5% | -5.8% | +0.3% | -5.5% |
| 3M | +9.3% | -5.2% | +14.6% | +9.3% |
| 6M | -11.0% | +0.1% | -11.1% | -11.4% |
| YTD | +11.0% | +8.2% | +2.8% | +9.2% |
| 1Y | +11.7% | +10.1% | +1.6% | +9.4% |
| 3Y | +46.6% | +69.7% | -23.1% | +37.5% |
| All | +44.1% | +79.6% | -35.5% | +37.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling